Goals, homework and forms

The work between sessions, in one place, so progress does not stall between appointments.

Saves the loose ends between sessions

Goals and homework

Set a goal with a why and a target, and both of you can update its progress. Add homework as an action with a due date; the client sees it in their space and you see what is done.

Forms

Send an intake form before you start, or a check-in form between sessions. Answers land in the client's file and feed the rolling picture the assistant keeps.